Alternatives to Assembly Neos
Compare Assembly Neos alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Assembly Neos in 2026. Compare features, ratings, user reviews, pricing, and more from Assembly Neos competitors and alternatives in order to make an informed decision for your business.
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8am
8am
8am™ is business management software for professional service firms designed to help law firms, accounting firms, and other professional services organizations run more efficiently from client intake to payment. Bringing together trusted products like LawPay, MyCase, CasePeer, DocketWise, CPACharge, and ClientPay, the platform delivers a unified solution for practice management, case management, document management, billing and invoicing, payment processing, accounting, and financial reporting. With enterprise-grade security, seamless integrations, and award-winning support, the platform empowers professional service firms to work smarter—not harder. Over 260,000 professionals and 175+ associations trust 8am technology to power their practices, simplify operations, and drive sustainable growth. -
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Litify
Litify
Litify is the end-to-end legal operating platform designed to break down silos both within your legal team and between you and your clients. Our industry-leading platform includes customizable matter plans and intake questionnaires, a full suite of timekeeping and billing products, and native document management — all configurable in a user-friendly, no-code environment. Our platform is built on Salesforce, one of the most secure solutions in the world. Litify's solution includes: Matters & Intakes: Standardize processes across your legal team and make sure best practices are applied to every case. Document Management: Keep all your case materials organized in one place with Docrio, our fully integrated document management system. Time & Billing: Increase both time capture and bill realization with our suite of timekeeping and billing features. Reports & Dashboards: Easily understand what’s happening in your business with user-friendly, configurable dashboards built in. -
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8am CasePeer
8am
8am™ CasePeer is smarter case management software for personal injury law firms. CasePeer is the only legal software-as-a-service platform built to drive better outcomes for your clients and your firm. Streamline your law firm’s business operations and increase productivity with our turnkey legal practice management platform designed exclusively for personal injury plaintiffs’ law firms. You're busy helping your clients make a full and fair recovery. That's why we've developed a turnkey platform for plaintiffs' law firms. Hit the ground running in days, not months, with CasePeer's intuitive, easy-to-learn legal practice management software.Starting Price: $79.00/month/user -
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Law Ruler
ProfitSolv
Why Choose Law Ruler? BUILT WITH YOUR GROWTH IN MIND | Legal Intake CRM | Legal Billing | All-In-One Solution | Easy-To-Use | Sign More Cases | Track | Win ✅ Elite Level Functionality: Rapidly grow your firm with automated marketing/CRM features at a competitive price ✅ Streamline Processes: Easily manage the entire client lifecycle from intake to settlement/invoice with intelligent automation ✅ Marketing Automation - Send personalized automated texts and emails that nurture your leads and prospects with the right number of touches to ensure a positive experience and new business. ✅ Personalized Set-Up: Done-For-You Implementation available ✅ Dashboard Analytics: Create customizable reports - Track KPIs - Know exactly what your best marketing sources are and their ROI. Law Ruler combines powerful legal CRM software and marketing automation software features with a streamlined intake system to keep you more organized, more efficient, and more profitable.Starting Price: $89/user/month -
5
CoCounselor
CoCounselor
CoCounselor is a Cloud based legal practice management software specifically built to meet the needs of plaintiff's lawyers. With CoCounselor, you and your team can work faster, save time, while growing your firm. Top features include case management, instant document creation, medical billing and case expenses, reporting and dashboards, custom workflows and automation, and task and activity tracking.Starting Price: $75.00/month/user -
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PracticePanther Law Practice Software
PracticePanther Legal Software
Trusted by thousands of law firms in over 35 countries, PracticePanther is a robust law practice management software that helps firms get more done in less time. PracticePanther unifies tools such as CRM, communication, billing, and integrations with leading business apps in one platform. Get a demo and save 50% off the first 2 months.Starting Price: $49.00/month/user -
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8am MyCase
8am
8am™ MyCase is a complete case management solution for your law firm, providing the tools you need to improve organization, increase efficiency, and scale your firm operations. With MyCase, all of your important case details - documents, contacts, calendars, emails, tasks, invoices - are available in a single, organized location.Starting Price: $39.00/month/user -
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8am DocketWise
8am
8am™ DocketWise combines collaborative, multilingual form preparation with robust case management and the first ever CRM designed specifically for immigration lawyers. We've redesigned the client intake process from the ground up, with a modern and collaborative experience that saves you time and puts your clients at ease. Whether you practice family, humanitarian or business immigration law, our comprehensive form library has you covered. Combine any number of immigration forms into a single intake questionnaire for your client to complete. Review and download completed collections or one-by-one. Translate questionnaires into Spanish, French, Portuguese, Russian, Arabic, Hindi, Chinese and more. Send questionnaires to clients by email or text message to complete on their phones or computers. Track the status of invitations from "Sent" to "Submitted for review".Starting Price: $50 per month -
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LollyLaw
LollyLaw
Lolly Law is an award-winning legal practice management solution for immigration law or related areas. Since 2014, Lolly Law has been unparalleled in its ease of use and powerful tools to create, manage, and track cases. Lolly Law now comes stocked with fully customizable immigration workflows and immigration form sets from USCIS, DOJ, DOS, and the FBI. Each form can be filled out through the web in a live collaboration mode so that you can assist clients remotely. The software features include contact management, SMS messaging, calendaring, notifications, time tracking, task management, invoicing, document automation, form filling, cloud storage, branded client portal, online payments, and customizable case types and workflows. New features and enhancements are added each month. With Lolly Law and ReForm, you can work with clients anywhere to quickly gather information from intakes, questionnaires, and online PDF forms. ReForm lets you and your clients work in a live document -
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Smokeball
Smokeball
Smokeball is your partner to drive your law firm into the future. As the industry’s leading cloud-based legal practice management software, Smokeball empowers you to run your firm specific to your area of law, with insights and tools that help you work smarter, not harder. From first client conversation to case closed, Smokeball’s platform gives you the resources you need to succeed, no matter how you bill or where you work, like: -automatic time tracking and invoicing -streamlined workflows for your specific practice area -extensive library of over 20,000 standard legal forms and documents -actionable reports that summarize your firm’s activities and highlight areas of opportunity. Founded in 2016 by leaders with over 20 years of legal technology experience, more than 50% of our staff are experienced lawyers and legal professionals who intimately understand the goals and challenges of our customers.Starting Price: $29 per user / month -
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Filevine
Filevine
Filevine is a cutting-edge Case Management software aimed to provide the modern law firm with an elegant platform that encompasses, organizes, and streamlines, the processes for successful legal teams. Composed of features that coordinate calendars and case note collaboration, the interface also includes a way to track time & expenses, document upload, and docket management. -
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GrowPath
GrowPath
GrowPath is a cloud-based law practice management application. It combines client intake, case and document management, and business analytics into a single platform. GrowPath helps law firms process matters in an efficient and scalable manner to increase opportunities and maximize firm revenue. GrowPath is a SaaS offering initially released in 2017. The Law Offices of James Scott Farrin, one of the largest plaintiffs' firms in the Southeast and a live testing ground for product evolution and inspiration, conceptualized and developed GrowPath. Through the Farrin firm, GrowPath has been built, upgraded, and leveraged for logistical and monetary success. GrowPath holds 18 patents related to its legal technology, including an automated lead scoring tool that helps identify high-value intakes. Another popular patent is the Buzzwords feature. Buzzwords aid staff during the client intake process by providing real-time prompts for potential derivative cases.Starting Price: $87/user/month -
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LEAP
LEAP
LEAP streamlines workflows, saves time, and reduces clerical errors when producing forms, motions, and other case-related documents. LEAP’s single, integrated platform deploys real-time changes across all areas of your business. Simplify legal office IT and reduce legal office overhead. Save time on administrative tasks and reduce human clerical errors. Instantly create legal documents while enjoying the benefits of a mobile law office. Work from anywhere, anytime. Work with or without an internet connection and increase productivity by keeping everything you need to run your firm in one place. Collaborate on documents and case files, manage clients, work on accounting billing, and collect client payments all securely online from anywhere. Automatically record time on your client's calls and access cases, clients, and documents with a single sign-on for all your devices. Create, store, organize, track changes, and share legal documents via LEAP to become a true paperless law office.Starting Price: $129.00/month/user -
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SmartAdvocate
SmartAdvocate
SmartAdvocate is a fully customizable, award-winning legal case management system with built-in Artificial Intelligence and made to handle the challenges of today’s fast paced, highly competitive and technologically demanding legal landscape. SmartAdvocate’s robust, exclusive Internet-based built-in features, enable firms to manage, store, track and communicate like never before, ensuring that they achieve the highest level of success. With 175+ integration partnerships, firms can customize SmartAdvocate to fit their needs with integrations like eSignature, AI, accounting, texting, medical records retrieval and much more. This revolutionary software will increase your firm's efficiency and profitability.Starting Price: $109 per month per SaaS user -
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CloudLex
CloudLex
About CloudLex: CloudLex® is a personal injury case management software developed exclusively for personal injury law firms that lets them take control of their practice from intake through closure and beyond with one comprehensive law firm software. CloudLex’s unified software, backed by Microsoft Azure’s HIPAA-certified data security, handles productivity, accountability, communication, collaboration, and insights across the firm from case intake to settlement and negotiation, including storage and archival. Plaintiff personal injury law solutions built specifically for you; - Matter Manager - Intake Manager - Client Portal Messenger - Digital Archiver - Referral Engine - Microsoft Office Online® - CloudLex for Word - CloudLex for Gmail and Outlook - App Integrator - E-Signature - PDF Editor - Microsoft 365 - Expense Manager - Uber - Advanced AI Search -
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CaseFox
CaseFox
CaseFox is a cloud-based legal billing and case management software for law firms, attorneys, CPAs, consultants, investigators, and corporate legal teams. It streamlines vital workflows like case/client/document management, timekeeping & expense tracking, billing/payments, and client intake forms. Now with AI-powered document generation and analysis, users can generate contracts, NDAs, and legal drafts easily. Seamlessly integrate with top tools like PayPal, LawPay, QuickBooks, Xero, Dropbox, Google Drive, G-Suite, Box, Office 365, and calendar apps. For larger teams, CaseFox offers Enterprise Legal Management (ELM) solutions, including custom software development and white-label services, to automate daily tasks and boost firm-wide productivity.Starting Price: $45 Monthly & $39 Yearly -
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Captorra
Captorra
Captorra is a premier case intake and lead conversion software solution for law firms specializing in mass tort, personal injury, bankruptcy, criminal defense, and immigration. Designed exclusively for managing the case intake and lead management process, Captorra helps law firms convert potential leads into a new case. This cloud-based software solution delivers powerful tools for lead conversion and client sign-ups such as process automation, intake scripts, eSignature capabilities, referral management, management of physical signup packages, marketing analysis, email marketing, and reporting. -
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Lawcus
Lawcus
Empower your team with best in class case management software that provides everything, including contacts management, advanced reporting, document management, crm, client intake, billing, and trust accounting. From robust billing and trust accounting to managing cases, Lawcus simplifies your entire process. Convert more leads into clients using our intake forms, eSignatures, text messaging, and document automation. Say goodbye to your busy-ness by automating consistent and repeatable processes with our workflows. Lawcus gives you a kanban style bird's-eye view to quickly see all your matters and instantly know what needs your attention. Collaborate with your team with matter-centric conversations. Keep all your team and client communications in one place. Organize and delegate tasks, establish deadlines, add sub-tasks, keep track of work in progress, and get it done faster.Starting Price: $34 per user per month -
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CasePacer
CasePacer
Transform your law practice with software and tools built by legal professionals. Finally, a mobile app that integrates directly with your case management software. Automate discovery, intake and lead generation. 24/7 client intake powered by intelligent forms with criteria-based question sets for each plaintiff. Manage and monitor the case from a single central hub. All information on CP Direct is fed directly into the case management system. Cut the clutter and keep everyone on schedule with calendar, expenses, and plaintiff info directly in the app. Automate intake forms for all clients with common templates, collecting initial data for each case without ever picking up the phone or writing an email. Manage all documents and deadlines from a single central hub, using customizable workflows and reminders to automate your internal processes.Starting Price: $5/case/month -
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eimmigration by Cerenade
Cerenade
eimmigration is case management software that helps law practices and non-profits simplify immigration casework. 12,000+ immigration attorneys, paralegals, caseworkers, and operations leaders choose it to: - Get back 2 days every week - Prepare accurate petitions 4x faster - Complete intakes 10 days sooner - Keep clients informed 24/7 - Boost practice growth & profitability This all-in-one system includes everything you need to manage your cases, clients, forms, and firm. The team behind eimmigration have been building digital tools that drive efficiency in immigration law for 30 years. The company is rooted in a single mission—to make casework easier for immigration law professionals.Starting Price: $55 per user per month -
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LawAlign
LawAlign
LawAlign is the leader of Case Management Software programs for Personal Injury practices nationwide! It encompasses all that a Personal Injury practice demands from intake to trial and is fully customizable to your individual firm’s needs. Save time and money PLUS simplify routine tasks and improve efficiency ALL without adding staff! Utilize LawAlign on both PCs and Macs for a one time cost and no recurring fees. LawAlign was designed to keep track of the many details a personal injury practice requires. It’s simple, general case management software will not cut it. LawAlign is the only solution for Personal Injury firms nationwide. LawAlign is a powerful, easy-to-use case management system. Quite simply, LawAlign helps you organize your practice. -
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Lawmatics
Lawmatics
Create a repeatable process you can set and forget with Lawmatics law office intake form templates. Spend time on the most valuable tasks and let your legal CRM handle your client intake and marketing efforts. Our CRM for lawyers enables you to not only connect with new clients, but re-engage with your collected database of past clients with law firm documentation automation. Keep your firm at arm’s reach for them when a new opportunity arises. Workflow automation for law firms is the simplest way to create a new stream of revenue! Implement automated follow-ups to ensure that you respond to potential clients immediately with our all-in-one legal CRM. Don't let anyone fall through the cracks. Your clients will be impressed by your organized and tech-savvy methods for handling their case from the minute they reach out to your firm. From easy & instant esign for legal documents, to automatic follow-ups, our software delivers a cutting-edge approach that will WOW your clients. -
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CARET Legal
CARET Legal
CARET Legal is the leading solution for legal professionals to manage their practice and create space for what matters, including delighting clients and maximizing billable time. From client intake, to matter management, to back-office reporting, CARET Legal helps you save time, increase team collaboration, increase accuracy, scale your business, and collect revenue faster than ever before. -
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SimplyConvert
SimplyConvert LLC
SimplyConvert is the premier legal tech platform to reach and convert potential clients, streamline case management from intake through resolution, and securely maintain data for real-time analysis. Founded by a mass tort lawyer and developed with a team of legal specialists and programmers, SimplyConvert puts every step of the intake process — from client intake to case filing to resolution — on autopilot. Our automated client intake chatbot evaluates cases 24/7/365 with lawyer-created case criteria. Auto-retain qualified clients and auto-reject unqualified leads. Specially built for law firms, our feature-rich CRM helps you manage your relationships with potential and signed clients by keeping all their details organized. Keep the cases you want, and refer out the ones you don’t. Track communications and fee agreements and keep everyone on the same page with real-time reporting.Starting Price: $250 minimum monthly fee -
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Case Master Pro
CMPOnline
Case Master Pro is a legal case management software that helps law firms and debt collectors manage case files and accounting operations. It enables lawyers to store critical documents in a centralized database, assign task lists to specific employees, and track case files with information related to opponents, accounts, litigation or judgements. Key features of Case Master Pro include bookkeeping, scheduling, check printing, invoicing, transaction management and account reconciliation. It allows administrators to configure security settings, and create customizable reports to gain insights into organizational performance. Plus, it includes a self-service portal, which lets clients access documents, images and claims related to their individual case files online. -
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Eve
Eve
Eve is a comprehensive AI legal platform designed specifically for plaintiff law firms, supporting every stage of a case from intake through resolution. It begins with case intake and evaluation, helping firms identify high-potential cases and generating overviews based on key documents and facts. In the pre-litigation phase, Eve drafts documents in your preferred tone and style, demand letters, medical chronologies, complaints, and cites relevant case facts. During litigation, it aids in propounding discovery, responding to discovery requests, analyzing depositions, and crafting motions, all within minutes instead of hours. Eve continuously integrates with your existing workflows and adapts to your firm’s processes, rejecting the idea of generic legal automation in favor of a system that “works alongside you.” Its features include an AI reasoning mode for advanced legal reasoning, inline source citation, and a validation framework to verify outputs. -
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Caseroads
QbitEdge
Caseroads.com, a feature rich cloud-based practice management service that costs up to 70% less than other providers. It is designed to be incredibly easy to use and allows you to securely work from anywhere. You get all the functionality you need for one low price per user. Take your firm to the next level, work smarter, improve operations, and get paid faster. Let us help you get started with a risk free, 30-day no cost trial. Caseroads enables you to manage a larger case load more efficiently. It keeps you abreast of all critical tasks, events and deadlines. It enables you to track and understand the status of each matter. It provides insight into how your firm is operating and simplifies managing a larger client base through improved scheduling, intake and conflict management. Caseroads reduces the effort to on-board clients, access and track cases, store and find client or matter documents and capture case activities.Starting Price: $35 per user per month -
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SimpleLaw
SimpleLaw
Using legal tech shouldn’t be tough. It’s supposed to be a helpful tool, not another frustration. Introducing the next generation of SimpleLaw. One platform to manage your firm from lead intake through to matter resolution. Customizable to your firm, your process, and your individual client needs. Workflows, reporting, document automation, billing cycle, and more, all for $39 per user per month. No tiered pricing here. Built with data security in mind. Put an end to the frustrations of the daily grind. It’s time to think different. Think Simple. We are offering 3 months free.Starting Price: $39/user/mo, billed annually -
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WINGS
Crocodile Solutions
Wings Legal Disability Case Management software in the cloud is a nationally recognized secure cloud-based software that is a platform for law firms of all sizes to store, manage and protect their clients’ disability case files and offers unparalleled automation for the practice of law, especially in the areas of social security disability, veterans law, workers' compensation and personal injury. Crocodile Solutions was founded by a law firm practice manager with a decade of experience. In an effort to help his firm grow without adding administrative staffing and expense, he designed one of the first legal practice management software offerings ever developed. Thirty years later, he has developed multiple software products, now combined into one robust platform, and evolved to serve attorneys and firms of all sizes across the country. Process tracking to keep things moving without missing deadlines.Starting Price: $65 per month -
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Bridge Legal
Bridge Legal
Revolutionize your practice with Bridgify AI, the ultimate legal assistant harnessing the latest AI technology for unmatched case insight and document analysis. Bridgify AI will transform the role of legal tech to grow your practice. It's an all-in-one solution that digests comprehensive case information, optimizes your workflow, and uncovers pivotal data insights. Gain an indispensable ally with Bridgify AI, offering instant, tailored support for all your case handling needs. Bridge Legal is built to scale with you, providing legal professionals with a robust powerful solution for case assembly, paired with an investor suite to forecast case portfolio value for litigation funders. -
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CosmoLex
ProfitSolv
CosmoLex and every lawyer know that efficiency and compliance is essential for a law firm's survival, for this reason in CosmoLex you will find a fully integrated and easy-to-use Practice Management solution. There is no longer a need to use multiple systems to manage Billing, Practice, or Accounting as the all-in-one CosmoLex platform gives users the power to Track Accounts, Manage Calendar(s), Case Management, Create & Track Client Statements, Track Expense, Manage Retainer Billing, and Time Tracking too.Starting Price: $119/month/user -
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CaseManagerPro
Lucid IQ
CaseManagerPro legal case management software brings every element of your cases and matters into a centralized, well-organized system that is adapted to match your specific practice needs. Every person and company, document and note, deadline and issue can be captured, managed, reported, linked and shared to provide ready access to whatever you need, when you need it. CaseManagerPro allows the entire team involved in a case or matter — including inside counsel, law firms and trusted third parties — to be better organized and connected to all elements of a case, wherever they are. When you use CaseManagerPro to manage cases you can expect many benefits, including unmatched client responsiveness, improved productivity and reduced costs. We’ve created unique features that allow you to fine-tune the system to your specific needs.Starting Price: $69 per user per month -
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LegalSale Pro
LegalSoft
LegalSale Pro helps you build a better law practice. Law practice management software and the only one that allows you to sale your services online. LegalSale Pro offers everything you need to run your practice. From intake to invoicing, we have built industry leading tools to manage your cases, accounting, documents, tasks, compliance and more. We help you organize your entire firm. With your clients matters, scheduling, tasks, accounting in one place you will work more efficiently. Securely share with your clients documents related to their case, invoicing with the ability to monthly payments online, and keep notes about important dates and reminders.Starting Price: $99 per user per month -
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LawBase
Synaptec Software
LawBase was designed with the user in mind. LawBase allows law firms, corporate legal offices, and government agencies to customize and create their own database screens, maintain client profiles, calendars and schedules, integration, and more. LawBase integration with Microsoft the leading ubiquity in government workforce agencies allows users to create calendar appointments from a smartphone or tablet device on Outlook and automatically appear on LawBase without creating duplicate entries. Unlike like it's competitors who claim to have customizable management systems but limit user-defined fields, LawBase offers the client to custom design without the custom price tag.Starting Price: $1000.00/one-time/user -
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Legal Sale Pro
Legal Soft
Law practice management software and the only one that allows you to sell your services online. LegalSale Pro offers everything you need to run your practice. From intake to invoicing, we have built industry-leading tools to manage your cases, accounting, documents, tasks, compliance, and more. We help you organize your entire firm. With your client's matters, scheduling, tasks, and accounting in one place you will work more efficiently. Securely share with your client documents related to their case, invoicing with the ability to monthly payments online, and keep notes about important dates and reminders. Securely share with your client documents related to their case, invoicing with the ability to monthly payments online, and keep notes about important dates and reminders. Work from your computer, laptop, tablet or smartphone - even the public library if you need to, securely.Starting Price: $25 per month -
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Assembly Trialworks
Assembly Trialworks
Assembly Trialworks, powered by Assembly Software, is law practice management software and includes features such as calendar management, case notes, client management, communication tracking, conflict management, corporations, discovery management, docket management, document management, expense tracking, government, law firms, records management, task management, and time tracking. Software pricing starts at $1500.00/one-time/user. Trialworks software suite is SaaS, Windows, Android, iPhone, and iPad software. Trialworks features training via documentation, webinars, live online, and in-person sessions. Trialworks offers online and business hours support. Some competitor software products to Trialworks include Aderant Expert Sierra, BHL Insight, and Litify. This package should be extracted to your Trialworks share. Contains Microsoft Access 2010 Runtime, PDF components, and .NET frameworks.Starting Price: $1500 one-time payment -
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Easysoft Legal Software
Easysoft
Easysoft Legal Software-the most trusted & affordable solution for legal professionals in real estate and family law practices. It’s compliant and mobile device compatibility continue to make it the best legal calculating software for over 35 years. Easysoft Real Estate processes complex calculations for real estate transactions including automated CD and HUD, projected payments and cash to close, plus you can conduct title searches and complete1099-S reporting and file directly from the software. Easysoft Family Law offers state-specific software for family law attorneys and their staff, the New Jersey product features the Case Information Statement, worksheet comparisons, historical expenditures, child support worksheets and a time-saving client intake portal. Massachusetts Family Law software is coming soon. Ask about our product for New York uncontested divorces also. FREE demo, FREE 7-day trial, FREE support. Visit easysoft-usa.com or call 1-800-905-7638 extension 1Starting Price: $69/month/user -
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FLIP
BlumbergExcelsior
Basic case management and intake software to manage client/matter data for instant retrieval: intake label printing, report generation and various other forms and labels. Utilize the bar code feature to track files. 12 built-in FLIP Memos: Documents Enclosed, Transmittal Memorandum, Filing or Recording of Documents, etc. Also creates CUSTOM MEMOS for repeated use. FLIP addresses the FLIP MEMOS to clients and opposing counsel for mailing in window envelopes. Memos print on plain paper or on the FLIP Memo forms. Large file label to identify expandable pockets and wallets. Affixes to side of pocket or wallet. Print it easily through envelope feeder. Identifies file with data from client/matter/opposition database and bar code (see illustration).Starting Price: $99.95 one-time payment -
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Caseflood.ai
Caseflood.ai
Caseflood.ai is an AI-powered receptionist and legal intake specialist designed to enhance law firm operations by managing client interactions, scheduling, and case analysis. The system features virtual assistants like Luna, who handles new client intake with humanlike TrueVoice technology, forwards calls appropriately, books consultations with a 94% conversion rate, and supports over 20 languages. Bob, the case analyst, provides executive summaries of client matters, prioritizes cases, and delivers concise client information. Jess, the client manager, focuses on closing clients through personalized follow-ups, sends reminders for meetings and tasks, maintains client engagement, and schedules appointments by coordinating with the firm's calendar. Caseflood.ai integrates seamlessly with existing law firm technologies, including case management software and CRMs, ensuring a smooth workflow.Starting Price: $650 per month -
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Neodeluxe
Neostella
Stay on top of case information, documents, communications, tasks, and deadlines. Our Neodeluxe products and services are designed to optimize Filevine case management and data solutions, making your legal cases more efficient, secure, and client-centric. Streamline Filevine case management from intake to closure with products including automation, a portal, and more. Get expert help with Filevine, Outlaw + FVDA, Lead Docket, virtual assistants, and more with our range of premium services. -
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Clio
Themis Solutions
Schedule a demo with Clio—the leading cloud-based law practice management software trusted by over 150,000 legal professionals. Access your law firm securely from anywhere, and manage your work in one central system—with matters, contacts, billing, and everything you need in one place.Starting Price: $39.00/month/user -
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Tritek Case Management
Tritek Case Management
With over 20 years of industry experience and development, our software provides efficient handling of all case aspects, from intake forms to calendaring. We help you generate more revenue and spend less time organizing your case files. From locating the Jones file in 3.2 seconds to full paperless office integration, Tritek is on the cutting edge of law office case management software. We utilize full-time in-house programming to build a system that is reliable, comprehensive and efficient. -
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backdocket
backdocket
Backdocket was designed to use proven case management best practices, so you don’t need to reinvent the wheel. Backdocket then adds business analytics to your case management, so you can see what’s making your firm successful. Armed with that information, backdocket lets you customize and evolve to help your firm be the best it can be. Backdocket starts you off with tried and true processes, but we know you need to make it yours. Backdocket gives you the power to collect, track, and act upon the data that makes your business run. You can create fields, place them where you want them, and then run reports on them in minutes with no programmers. We work with lots of firms, so we have seen what works and what doesn’t. Throughout your onboarding process, the backdocket team will be there to answer questions about configuration and best practices.Starting Price: $39.99 per user per month -
44
LeadTrac
National Data Systems
If your current software solution is not optimized to allow you to easily manage your data, financial transactions and client communication, let's talk! Your business works with data. Optimize how it's managed. Enjoy the flexibility of having customized field sets to organize data and streamline intake, enrollments, and sales with LeadTrac™. Utilize powerful, configurable workflows by department to keep employees, tasks and client relationships on track.Starting Price: $39.95 per user per month -
45
DirectLaw
DirectLaw
DirectLaw is a cloud-based client-facing legal document automation platform that enables users the delivery of online legal services. DirectLaw features include creating online intake forms, client-facing document automation, selling of document review online services, sell legal advice online by phone, client-facing calendar, and more. DirectLaw also integrates with Google Apps, Box, Rocket Matter, and more. Offer your clients the convenience of preparing legal documents online from your website. Store important documents and attorney-client communications for 24/7 web-based access. Access important dates and upcoming events as posted by the firm. Create or enhance your online presence by incorporating DirectLaw's interactive client portal designed to increase client acquisition, client retention and law firm productivity. Use our virtual law firm platform to complement your traditional law firm's business model and marketing strategies and/or create a new model.Starting Price: $49 per month -
46
eCMS by Cerenade
Cerenade
eCMS is the modern practice software of choice by legal professionals, including attorneys and paralegals, across both litigation and transactional practice areas. Our lightning-fast, automation-rich solution offers intuitive, productivity-boosting functionality spanning case management, practice management + billing, form & document management, CRM, integrations, and more. eCMS is used by legal professionals across practice areas (both litigation and transactional) and organization size, as well as government agencies. Personal injury legal professionals love using eCMS for its PI-specific functionality, such as its PI processes and workflow automation, as well as the industry-leading secure healthcare provider portal for HIPAA-secure, seamless, and automated collaboration with healthcare providers across case notes, medical records, communication, and more. eCMS leverages immigration-specific forms, workflows, and more.Starting Price: $55 per month -
47
PracticeMaster
Software Technology
PracticeMaster by Tabs3 is a robust practice management software built for law firms and legal professionals. PracticeMaster makes all case, client, and contact information and other relevant documents organized and easily accessible to legal teams, saving time and increasing efficiency. The software also includes a firm-wide calendar where appointements by day, week or month can easily be viewed.Starting Price: $600.00/one-time/user -
48
Slatewell
Slatewell
Customize and automate your entire workflow—capture client data, manage documents, and track progress all from one place. Work together within a firm, with the client, or with a client's financial advisor or CPA. Collaboration is built into every feature on Slatewell, with custom portals for every client. Create digital intake questionnaires for clients, or use them with staff to standardize processes. Built in notifications and reminders ensure that questionnaires get completed. Request feedback from professionals outside the firm, assign tasks to team members, and keep track of what's done and what's next. Use any state specific probate forms to generate petitions of probate, ancillary documents, beneficiary letters, and more. Upload any PDF of your own to build custom workflows. -
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LawyerLine
LawyerLine
We understand that each firm is unique. As a result, LawyerLine provides custom plans according to your own preferences. Pick and choose which features you’d like and we’ll both come up with the best plan for you. Our live receptionists always execute the best call-handling practices. From warm, personalized greetings to custom voicemails, we not only answer the phone, but we will also transfer important calls to your direct line. With over 8 years as a legal intake specialist, LawyerLine has perfected the client intake process. With case questions of the highest quality, customized by you, our team will give you the imperative information you need to claim a case. LawyerLine is more than just an answering service. An individual call summary, daily call summary, and monthly report will be sent to each lawyer so every law firm is prepared at all times. The number of hours we save our most active firms per year. The amount we can improve client conversion rate for small firms. -
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Alert Communications
Alert Communications
Customized, bilingual 24/7/365 call answering service that includes message taking, call forwarding, customer service, appointment scheduling, and more. Our law firm answering service screens potential clients based on your preferences and determine if they're qualified or need to be referred elsewhere. Legal intake specialists from our lawyer answering service take leads from initial contact to an e-signed contract, posting directly to your CRM or case management system with a legal answering service. Convert website visitors into new cases and communicate with clients wherever they are. Section background shape image. Respond to and capture high-volume TV, radio, and online advertising leads using our best-in-class solutions and processes. Live answering service with experienced intake specialists in the legal industry immediately respond to all inbound and outbound leads for your law practice and legal firm.
